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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,158 | $156,927-93.5% | $121,169-91.6% | $139,456-92.7% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 18.25% | 1475.85%-1457.6pp | 986.71%-968.5pp | 373.45%-355.2pp |
| Employer contribution / active EE | $796 | $5,542-85.6% | $4,168-80.9% | $4,753-83.3% |
| Participant deferral / active EE | $1,334 | $4,848-72.5% | $4,083-67.3% | $6,711-80.1% |
| Admin fee / account holder | $476 | $6,946-93.2% | $5,645-91.6% | $11,407-95.8% |